JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Nelson Capital Management, LLC's Holding History (CIK: 0001512611)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 43,520 Value ($000) $14,023 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 43,991 Value ($000) $13,876 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 41,748 Value ($000) $12,103 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 41,838 Value ($000) $10,263 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 41,985 Value ($000) $10,064 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 43,966 Value ($000) $9,271 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 44,390 Value ($000) $8,978 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 44,638 Value ($000) $8,941 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 45,252 Value ($000) $7,697 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 47,303 Value ($000) $6,860 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 37,269 Value ($000) $5,420 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 38,483 Value ($000) $5,015 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 40,704 Value ($000) $5,458 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 45,051 Value ($000) $4,708 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 45,720 Value ($000) $5,149 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 47,971 Value ($000) $6,539 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 48,479 Value ($000) $7,677 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 48,384 Value ($000) $7,920 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 48,539 Value ($000) $7,550 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 48,302 Value ($000) $7,353 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 52,715 Value ($000) $6,698 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 67,040 Value ($000) $6,454 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 69,461 Value ($000) $6,534 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 70,094 Value ($000) $6,311 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 69,776 Value ($000) $9,727 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 68,588 Value ($000) $8,072 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 67,976 Value ($000) $7,600 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 68,629 Value ($000) $6,947 Avg Close $85.34 Range $78.85 - $89.81

Q4 2018

Shares 69,148 Value ($000) $6,750 Avg Close $87.53 Range $74.88 - $96.00

Q3 2018

Shares 70,366 Value ($000) $7,940 Avg Close $92.63 Range $83.41 - $97.31

Q2 2018

Shares 68,491 Value ($000) $7,137 Avg Close $89.02 Range $83.70 - $93.47

Q1 2018

Shares 66,571 Value ($000) $7,321 Avg Close $91.43 Range $83.98 - $96.37

Q4 2017

Shares 66,821 Value ($000) $7,146 Avg Close $81.33 Range $76.25 - $87.14

Q3 2017

Shares 67,396 Value ($000) $6,437 Avg Close $73.66 Range $70.35 - $76.59

Q2 2017

Shares 66,926 Value ($000) $6,117 Avg Close $68.54 Range $64.85 - $73.60

Q1 2017

Shares 68,276 Value ($000) $5,997 Avg Close $69.68 Range $65.58 - $74.23

Q4 2016

Shares 67,696 Value ($000) $5,841 Avg Close $59.89 Range $51.67 - $68.65

Q3 2016

Shares 69,718 Value ($000) $4,643 Avg Close $50.85 Range $45.82 - $52.95

Q2 2016

Shares 67,496 Value ($000) $4,194 Avg Close $48.33 Range $44.15 - $51.23

Q1 2016

Shares 67,485 Value ($000) $3,996 Avg Close $44.86 Range $40.33 - $49.26

Q4 2015

Shares 67,155 Value ($000) $4,434 Avg Close $49.68 Range $44.66 - $52.67

Q3 2015

Shares 66,395 Value ($000) $4,048 Avg Close $49.62 Range $37.93 - $53.49

Q2 2015

Shares 64,703 Value ($000) $4,384 Avg Close $49.14 Range $44.89 - $52.55

Q1 2015

Shares 63,279 Value ($000) $3,833 Avg Close $44.28 Range $40.58 - $47.07

Q4 2014

Shares 62,686 Value ($000) $3,923 Avg Close $44.70 Range $40.31 - $47.17

Q3 2014

Shares 61,119 Value ($000) $3,682 Avg Close $43.13 Range $40.56 - $45.64

Q2 2014

Shares 59,019 Value ($000) $3,401 Avg Close $41.19 Range $38.82 - $44.74

Q1 2014

Shares 56,165 Value ($000) $3,410 Avg Close $42.08 Range $39.47 - $44.77

Q4 2013

Shares 53,850 Value ($000) $3,149 Avg Close $39.63 Range $36.35 - $42.36

Q3 2013

Shares 105 Value ($000) $5 Avg Close $38.52 Range $35.95 - $40.89

Q2 2013

Shares 105 Value ($000) $6 Avg Close $36.24 Range $32.83 - $39.86

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	43,520	$14,023	$309.53	$290.54 - $330.86
Q3 2025	43,991	$13,876	$295.93	$278.95 - $316.47
Q2 2025	41,748	$12,103	$252.67	$200.22 - $289.84
Q1 2025	41,838	$10,263	$250.91	$220.72 - $275.86
Q4 2024	41,985	$10,064	$228.03	$198.89 - $249.04
Q3 2024	43,966	$9,271	$204.96	$185.80 - $219.46
Q2 2024	44,390	$8,978	$189.18	$173.46 - $199.28
Q1 2024	44,638	$8,941	$173.61	$158.11 - $193.16
Q4 2023	45,252	$7,697	$144.89	$129.30 - $163.25
Q3 2023	47,303	$6,860	$142.31	$134.29 - $151.32
Q2 2023	37,269	$5,420	$129.66	$119.02 - $137.67
Q1 2023	38,483	$5,015	$128.16	$115.18 - $135.05
Q4 2022	40,704	$5,458	$117.65	$94.06 - $128.78
Q3 2022	45,051	$4,708	$105.62	$96.10 - $114.36
Q2 2022	45,720	$5,149	$113.02	$101.22 - $124.46
Q1 2022	47,971	$6,539	$133.66	$115.27 - $153.80
Q4 2021	48,479	$7,677	$147.83	$136.71 - $155.72
Q3 2021	48,384	$7,920	$140.29	$130.40 - $151.51
Q2 2021	48,539	$7,550	$139.74	$130.53 - $148.99
Q1 2021	48,302	$7,353	$127.25	$109.49 - $143.03
Q4 2020	52,715	$6,698	$98.14	$82.75 - $111.83
Q3 2020	67,040	$6,454	$85.44	$79.00 - $92.62
Q2 2020	69,461	$6,534	$81.74	$70.76 - $99.77
Q1 2020	70,094	$6,311	$103.61	$65.60 - $120.06
Q4 2019	69,776	$9,727	$108.67	$93.67 - $118.72
Q3 2019	68,588	$8,072	$95.08	$87.73 - $101.23
Q2 2019	67,976	$7,600	$92.02	$84.61 - $97.81
Q1 2019	68,629	$6,947	$85.34	$78.85 - $89.81
Q4 2018	69,148	$6,750	$87.53	$74.88 - $96.00
Q3 2018	70,366	$7,940	$92.63	$83.41 - $97.31
Q2 2018	68,491	$7,137	$89.02	$83.70 - $93.47
Q1 2018	66,571	$7,321	$91.43	$83.98 - $96.37
Q4 2017	66,821	$7,146	$81.33	$76.25 - $87.14
Q3 2017	67,396	$6,437	$73.66	$70.35 - $76.59
Q2 2017	66,926	$6,117	$68.54	$64.85 - $73.60
Q1 2017	68,276	$5,997	$69.68	$65.58 - $74.23
Q4 2016	67,696	$5,841	$59.89	$51.67 - $68.65
Q3 2016	69,718	$4,643	$50.85	$45.82 - $52.95
Q2 2016	67,496	$4,194	$48.33	$44.15 - $51.23
Q1 2016	67,485	$3,996	$44.86	$40.33 - $49.26
Q4 2015	67,155	$4,434	$49.68	$44.66 - $52.67
Q3 2015	66,395	$4,048	$49.62	$37.93 - $53.49
Q2 2015	64,703	$4,384	$49.14	$44.89 - $52.55
Q1 2015	63,279	$3,833	$44.28	$40.58 - $47.07
Q4 2014	62,686	$3,923	$44.70	$40.31 - $47.17
Q3 2014	61,119	$3,682	$43.13	$40.56 - $45.64
Q2 2014	59,019	$3,401	$41.19	$38.82 - $44.74
Q1 2014	56,165	$3,410	$42.08	$39.47 - $44.77
Q4 2013	53,850	$3,149	$39.63	$36.35 - $42.36
Q3 2013	105	$5	$38.52	$35.95 - $40.89
Q2 2013	105	$6	$36.24	$32.83 - $39.86